Our club is considering the purchase of Satyam Computer Services (SAY). One issue that came up in the discussion was what effect will owning an ADR have on accounting? My guess is that we will have to enter dividends differently to acount for foreign withholding ...
We received 2 shares of Fairmont Communications(FRP) for our 150 shares of Verizon dated 4/4/08. When I check the brokerage account, it is listed as 10/17/07 for 1.3333 shares @ $14.75 = $ 19.96 and 2/20/08 for .6667 shares @ $11.219 = $7.48. (These dates ...
Our club owned 40 shares of Harrah's stock. The company was bought by a private equity firm at the end of Jan 2008. This transaction was recorded as a "merger" in our investment company's log with 3,600 ($90/share). This was recorded on 1/29/08. However a ...
We have had some difficulty with our current brokerage account and would like to receive recommendations from other clubs regarding ease of transactions as well as use of website for research. Thanks. WI$W WOMEN Investment Club
We have had some difficulty with our current brokerage account, including the use of the company's website for research. We would like some recommendations from other clubs regarding brokerage companies . Thanks. WI$E WOMEN Investment Club
Thank you so, so, much. Have a great day. Karen Hogan Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:29:07 AM Subject: Re: club_cafe: 2007 Tax assistance (help) As I say, you did record the sale for ...
No. However, I received a 1099 from TD Ameritrade for the transaction, how do I record it, when I can not enter the ticker? Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:04:19 AM Subject: Re: club_cafe: ...
Owned BIOMET (BMET) stock, they merged with Blackstone group. Our group sold the stock and received $464.55 on 9/26/07. I am trying to prepare the groups 2007 Taxes and, am having a difficult time recording this transaction. I selected "Merger" under accounting and attempted to ...
In a message dated 04/12/08 11:13:01 P.M. Eastern Daylight Time, roxie@bivio.com writes: Can I get CA 2008 taxes through bivio? I got the 2008 federal. Not yet! <vbg> You didn't get the 2008 federal either. If you mean the 2007 CA forms there is a ...
We have a member that needed his funds, but will remain in the club and will continue to pay his dues, so I ran the full withdrawal function last month. This month, I see that the system treats full withdrawals as if he quit the ...
It looks like our club lost communication with Etrade about 3/29. On 3/26/08 a transaction in Etrade was reflected in BIVIO.. Transactions since 3/31/08 have not been communicated to BIVIO. Anyone else having this problem Geoff Cudd Carousel Inv Club
What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? Thank you, Colin